AI-Powered Call Grading & Coaching
Improve Team Performance with Call Grading & Coaching.
Our AI-powered tool analyzes call transcripts to deliver letter grades, summaries, and action tips. With full integration with the CRM's Dialer and texting, you can manage accountability, drive performance, and elevate client experiences.
Trusted by teams and brokerages across North America
Watch the Walkthrough Video
The problem
Occasional Call Reviews Aren’t Enough.
Professional and relationship-focused client communication is essential for your agency to retain your client base, scale your growth, and increase lead acquisition. You need an efficient way to evaluate agent call performance beyond the occasional call review or subjective feedback.
We’re the answer
A Smarter Way to Review Calls & Scale Coaching.
With AI-powered call grading and coaching, every completed call is assessed using the same standards, making it easier to identify what team members are doing well and areas for improvement. No matter what size your team is, AI makes sure no call goes unnoticed, allowing coaching to be scalable across your organization.
No pressure, no obligation
What Happens When You Book
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A 30-minute call
You tell us about your aspirations and objectives, and we listen.
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A review of your market
We take a look at your current site, your competition, and where the opportunities are.
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A plan and a price
We provide you with a cost breakdown of what we can do and your projected returns.
Pricing
Simple, transparent pricing.
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Single user
$350 /mo
For individual agents; no outside CRM needed.
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Most popular
Small team · 5
$499 /mo
Up to 5 users.
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Large team · 10
$799 /mo
Up to 10 users.
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Brokerage · 25
$999+ /mo
Up to 25 users, and scaling.
ACTIONABLE INSIGHTS
AI-Powered Call Grading In Action
Whenever a call is logged in the Dialer, a call summary, transcript, call score, and coaching notes are generated. The call score features an overall letter grade (from A to F) along with letter grades for the following criteria:
- Rapport & Emotional Intelligence: An assessment of how the Agent speaks to the Lead.
- Discovery & Qualification: An assessment of relevant questions asked by the Agent.
- Market Expertise & Value Communication: An assessment of market insights and the breadth of information provided to the Lead.
- Persuasion & Call Control: An assessment of how the Agent guides the Lead through the call.
- Call to Action & Next Step: An assessment of the Agent’s problem-solving approach and proposal to follow up.
- Relationship Nurture & Brand Representation: An assessment of the Agent’s professionalism and demonstration of company policies throughout the call.
This feedback provides detailed insights into agent call performance and can be used directly to improve Agent-Lead relations.
Read Our BlogCommon Questions
AI-Powered Call Grading & Coaching, Answered
The questions agents and team leaders ask us most often about AI-powered call grading and coaching. If yours is not here, ask us directly.
“What is AI-Powered Call Grading & Coaching in the CRM?”
AI-Powered Call Grading & Coaching is a feature within the Dialer that analyzes your conversations with leads, assigns a letter grade (A–F), and provides actionable coaching insights. It works alongside AI-generated transcripts and summaries to help agents continuously improve performance and communication.
“Is there an additional cost to activate the Dialer?”
No. The Dialer is a no-cost add-on to your CRM. All you need to do is contact your Account Manager to get started.
“Is AI-Powered Call Grading & Coaching included in the CRM?”
AI-Powered Call Grading & Coaching integrates seamlessly with the Dialer and texting functionalities, though this feature requires a separate setup. Reach out to your Account Manager for assistance.
"How does AI evaluate and grade my calls?"
Each call is assessed across key performance categories, including rapport, discovery, market expertise, call control, and next steps. These are individually graded and combined into an overall score, giving agents and managers a clear, standardized view of performance and opportunities for improvement.
"Are all calls graded by AI?"
Only calls made through the Dialer and lasting longer than two minutes are graded. This ensures short calls, like voicemails, don’t negatively impact performance scores.
"What are the benefits of using AI-powered call coaching for my team?"
AI-powered coaching brings consistency, scalability, and efficiency to performance management. It ensures every call is reviewed, highlights patterns in agent behavior, and provides data-backed insights that help teams improve faster, stay accountable, and deliver better client experiences.
"How can I use call grading insights to improve team performance?"
Call grading insights help identify specific strengths and weaknesses across your team. For example, low scores in discovery may signal a need for better questioning techniques, while gaps in call-to-action can highlight missed follow-up opportunities. These insights make coaching more targeted and impactful.
Go deeper
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- Agent websites A single-agent site that outranks the team down the street.
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- Brokerage websites Multi-office, multi-market, one platform.
- Luxury websites Presentation-grade design for high-end inventory.
- Portfolio Every live client site, open and testable.
- Website redesign Keep your rankings, replace the experience.
See what your market looks like when you are the one who ranks.
Thirty minutes on a call: your market, your competition, and what it would take to own the search in it.
- 22+ years in real estate
- 60,000+ custom projects
- 90% client retention